The purpose of the evaluation system is for you to be
sure that it will do what you need.
You should test every part of the system that you
need to manage your portfolio.
Set up test loans just like the new loans you
create in your business.
Use the existing loan setup screen to set up
several of your actual existing loans.
Update these loans one day at a time for at least
60 days and check the interest and late charge
calculations. ( This does not imply a 60 day
evaluation period. One update cycle will take only a
few seconds. You can update a dozen test loans and
post payments to each, and repeat the process over and
over until they are all updated. This entire process
will take a few hours. )
Print notices, loan statements, and other reports.
If you need information you don't find, ask about it.
If you have an outside accountant, send her copies
of the trial balance, the daily balancing, and other
reports for comment.
